Create standard segments

  • Updated

A segment is a subset of your customers described by who they are or what they have done. The following principles help you build a standard segment:

  • Who is a customer? – A customer can have specific attributes, insights, and observations denoting who they are, such as email, likelihood of ordering, and acquisition source.
  • What has the customer done in the past? – A customer can have different engagements with your business (known as behaviors), such as ordering, opening email, and visiting your website.
  • Does the customer belong to another segment or list? – You can re-use any segments or lists you have built.
  • Does the customer match an existing filter? – You can reference an existing filter.

Standard segments can access customer data greater than 28 days old and are also accessible in ODP reports and one-time and behavioral campaigns.

If you want to access fresher data and use your segments in web campaigns or other Optimizely products, use real-time segments on the Customers > Real-Time Segments page (see Build real-time segments in ODP).

Create a standard segment

  1. Go to Customers > Segments > + Segment > Create New Segment.
  2. Enter a name for the segment in the Untitled Segment field.
  3. Click Select and select who you want in the segment.

    Segment-select-who.PNG

  4. Click Select and select what you want the customers to have done.

    Segment-select-what.PNG

  5. Click At least 1 time and select how many times a customer should do the action.

    Segment-select-how-many.PNG

  6. Click In the last 7 days and select when you want the customer actions to have occurred.

    Segment-select-when.PNG

  7. Click Done.

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  8. Click Save to save the segment.

Recreate an example segment

When you create a segment, you can use the And operator and the Or operator to make your segment more complex and targeted. The following example reviews how these options can build on each other to create a more robust segment. 

Following an edit, select Preview to update the segment's current size and information. Edits to the segment do not update this information automatically.

The initial segment expression lets you establish the foundation of your subset of customers. In this example, a small boutique retailer decided to celebrate the holidays with a special event in Boston. At the highest level, the retailer would like to target their Boston customers.

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The And operator lets you use multiple rules. In this example, the retailer wants to contact their most engaged Boston customers–the ones who have opened an email within the last 3 months. The retailer also removes any campaigns concerning sales, applying a Where filter.png filter to the Customers who have done rule.

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The Or operator provides a completely separate rule. In this example, the retailer's audience is too small to make the event financially feasible, so the target audience is expanded to all engaged customers from Massachusetts.

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Segment metrics update after you preview or save a segment. The following example shows metrics for At least 1 Order.

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  • Total reachable segment size, including anonymous and known customers – Anyone who meets your segment criteria. This number can include customers without contact information, anonymous website shoppers, or unreachable/opted-out customers who cannot receive marketing communications.
  • Reachable customers by channel – The number of customers in the segment who would receive a message through each channel if sent now. The customer has to be both reachable (physically able to get a message) and consented/opted-in (either implicitly or explicitly). A customer can be represented in more than one channel or not represented at all if they are not reachable in these ways.

Apply a standard segment

After a standard segment is saved, you can apply it to campaigns, profiles, lifecycles, and reports. 

Campaigns

  1. Go to Activation > Engage, and create a new One-Time or Behavioral campaign or edit an existing campaign.

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  2. Select a campaign (which you can modify to create a unique campaign) or click Create From Scratch.

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  3. Open Enrollment.

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    1. Click Edit if you want to customize the segment and click Save when done.

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    2. Expand Enrollment Rules if you want to modify those.

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  4. Expand Touchpoints and edit the existing touchpoint, or add new ones to customize your message. 

    Use the breadcrumbs to get back to editing the segment.

  5. Click Save and Go Live with the campaign.

Profiles

  1. Go to Customers > Profiles > + Segment.
  2. Select the segment you want.

    Profile-select-segment.png

  3. Click Apply. The profiles of customers included in the segment displays. 

    Profile-select-segment-report.png

Lifecycles

  1. Go to Customers > Lifecycles > Any Segment.
  2. Select a segment via the Segment search.

    lifecycle-select.png

    Information updates display.

    lifecycle-display.png

Reports

  1. Go to Company > Reports.
  2. Click New Report (or edit an existing report).
  3. Click + Segment and select the segment you want.

    Reports-select.png

  4. Click Apply to view the report. (A new date range was selected for this example.) The report's information updates.

    Reports-display.png

  5. Click Save if you want to keep this version of the report for future review.

Edit a standard segment

  1. Go to Customers > Segments.
  2. Click a segment you want to edit.
  3. Click Edit.

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  4. Make your changes and click Save.

Delete a standard segment 

  1. Go to Customers > Segments.
  2. Click a segment that you want to delete.
  3. Select the options menu (...) > Delete.
  4. Click Yes, delete it to confirm.